Crunchwork

Use this collection to learn the basics of each module and unique features of Crunchwork

Dominique Tuck avatar Team Codafication avatar Mackenzie Kerridge avatar
62 articles in this collection
Written by Dominique Tuck, Team Codafication, and Mackenzie Kerridge
The Basics

Quick access guide

How to quickly access new apps and not lose the page you're working on!
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

Allocate jobs to your supply chain

Onboard your subcontractors and use our "Vendor allocation" feature, so you can track work done on your behalf.
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

The "Jump-to" button

Use this nifty button to quickly access records that relate to the same project
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

Accessing Crunchwork On Your Mobile Device

Here's a step by step process on how to add Unity to your tablet or mobile
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

How can I check the assessment jobs outstanding?

Trying to figure out how many jobs outstanding that need to be assessed?
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

View current jobs and tasks in Dashboard

Start your day with understanding where each project is at.
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

How can I delete tasks?

There's a task on my dashboard I don't need - what do I do?
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

How do I add images to purchase orders, invoices or quotes?

There'll be times when you want to add supporting images for your documents - here's how!
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

Annotations on images

Ever needed to add some extra detail to an image for your reports? This is how!
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

What is the assets table?

Wondering what that table is at the bottom of your page?
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago
Pulse

Pulse version 2.0

Learn how to use Pulse v2 for your business.
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

Perform quality assurance reporting

Use the QA Component to mark completion of each line item prepared by your trades.
Team Codafication avatar
Written by Team Codafication
Updated over a week ago

Pulse: Troubleshooting Steps

Here are some common errors when using Pulse, and how to resolve them.
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

Creating a new claim

Using Crunchwork for insurance claims? Use this guide for creating new claims in Crunchwork in Insurance.
Dominique Tuck avatar
Written by Dominique Tuck
Updated this week

Configuring tasks in Pulse

Best suited for Crunchwork administrators.
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

What do the coloured circles mean?

The circles you see in Pulse are visual indicators to help you understand how many jobs there are in a project and their status
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

Create a new task for a job

If you need to add a new task to a job, this is the best practice.
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

Managing a new repairs job in Crunchwork

Do you need to learn the ideal flow with managing new repairs jobs? Read this guide for our best practice recommendations.
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

Using the job schedule

Convert a quote for your job into many purchase orders, then schedule the start and end dates of your purchase orders.
Dominique Tuck avatar
Written by Dominique Tuck
Updated this week

How can I bulk assign users to jobs in Pulse?

Quickly assign your team mates to jobs in bulk using our clever checkbox system
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

Assessment job statuses

Wondering what the statuses mean on your assessments? Look no further!
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

Works job statuses

Wondering what the statuses mean? Look no further!
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

Updating the insurer on Repair Jobs

Read on how to update the insurer on the latest items on your repair jobs
Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago